Creating a simple subscription

Creating a simple monthly subscription, that renews and takes money automatically

This simple subscription gives a member a monthly renewing subscription, that collects money automatically and provides them access to member resources.

Create the subscription (Admin Settings > Subscription Admin) give it a name (and code) "Membership" and give it a description "Join us, become a member and enjoy the benefits instantly".
Mark it as active.
Set yourself as the Administrator (Admins are notified of new members joining).
Set a GL code (Member Fees)
Save it.
Go back into it and add Role Security of Member

Next create a new Price for this Subscription

Make the name "Full Membership"
the term months=1 (which is 1 month)
Clear the Fixed Start Date, that way this monthly membership will start on the day the users subscribes.
Also give it a Reference code of "Full-Membership", this is more important for Fixed Start Date subscriptions and renewals, but its a good habit to do.

There you have it a new subscription setup ready to take money monthly.

Adding Members automatically

You can show a list of all your subscriptions with pricing by putting a "subscription" web component on a webpage. This will show all subscriptions that are not hidden and you can optionally just show ones that match a discount code / reference code.

Adding Members to a subscription manually

You can add a subscription to a member, by going into the member record, going to memberships and adding a new subscription.

You can also bulk add memberships to many members at once from the main member search screen.

And for self service, use a Subscription component on a webpage which will show all of your membership options OR you can get the link from the subscription term price record

Subscription Components

SubscriptionThis is the main object that you are assigning to members/staff. It has a name you assign to it, like "Trainee Subscription" or "Membership Subscription" and when you assign a subscription it can optionally assign roles with it, like "Tra...